+82.7%
APO vs VCIT
+3.3%
+79.4%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.7% | +1.1% | +1.2% |
| 7D | +8.1% | +0.1% | +8.0% | +8.0% |
| 30D | +3.4% | +1.1% | +2.3% | +2.2% |
| 3M | -6.6% | -1.4% | -5.3% | -5.2% |
| 6M | -7.1% | -2.3% | -4.8% | -4.7% |
| YTD | -14.1% | -1.8% | -12.3% | -12.4% |
| 1Y | -4.7% | -1.0% | -3.7% | -3.5% |
| 3Y | +51.3% | +19.3% | +32.1% | +23.9% |
| 5Y | +82.7% | +3.8% | +78.9% | +61.0% |
| All | +82.7% | +3.3% | +79.4% | +61.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VCIT.
Daily Out/Under-Performance
Portfolio return minus VCIT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VCIT return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded VCIT wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling